Last updated 2026-09-18 · Open Advisory LLC
This is a plain-language description of what we collect and why. It covers this website and our app at app.openadvisory.ai.
If you email us or engage us, we hold what you send: your name, business contact details, and whatever information about the business is needed to advise on a transaction. We use it to do the work you asked for. We do not sell it.
The forms in our app ask for more than an email does, and we hold what you enter. If you start a sale: the company's name, your name, your email address and mobile number, and — if you choose to give them — revenue, earnings, industry, your answers to our intake questions, and any documents you upload. If you register as a buyer: your name, firm, email address, and investment mandate. We use this to review your request and, if we go forward together, to do the work. Uploaded documents are scanned for malware. We do not sell any of it.
To confirm that an email address or mobile number is yours, we send it a one-time code — by text message or by email; the verification step lets you pick either. Your carrier's message and data rates may apply to a text.
When we represent a business for sale, we build a list of prospective buyers. Those contact details — name, role, company, business email — come from our own research, public sources, and existing relationships. They are not purchased, rented, or scraped, and the people on the list have generally not asked to hear from us. We use them to send a short, anonymized description of the opportunity. This is outreach you did not ask for, and we say so on the message itself.
Use the unsubscribe link in any message, or write to ops@openadvisory.ai. We add the address to a permanent, firm-wide suppression list that is checked before every send. It is not per-deal and it is not time-limited: we do not re-add addresses. Bounces and spam complaints suppress automatically, without you having to do anything.
Information about a client's business is disclosed to a prospective buyer only under an executed non-disclosure agreement. It is never published on this website, and this website has no access to it.
Service providers we need to operate: email delivery (Amazon SES), text-message delivery (Amazon SNS), our mail provider (Google Workspace), cloud hosting (Amazon Web Services and Cloudflare), e-signature, and the AI model providers our deal team runs on — most of that team is AI, so the material you give us is processed by those providers in order to do the work. If you choose to sign in with Google, Google tells us your name and email address. They process it for us and nothing else. We will disclose information if the law requires it.
This website is static. The app at app.openadvisory.ai sets only the cookies it needs to work: one to keep a sale intake you have started, and one to keep you signed in. Its forms run a Cloudflare check that tells people from automated traffic. Neither the website nor the app sets advertising or tracking cookies, and neither builds a profile of you.
Ask us what we hold about you, ask us to correct it, or ask us to delete it — write to ops@openadvisory.ai. Records we are required to keep for legal or regulatory reasons, and suppression-list entries (which exist so that we stop contacting you), are retained.
ops@openadvisory.ai. Our mailing address will be published on the Contact page before any outbound email is sent.